Founded in January, 2007, Infinity Financial Services is an independent FINRA broker/dealer and registered investment advisor based in Oakland, California, with 52 branch offices around the U.S.  Our firm offers investment advisory, brokerage, insurance, and an array of financial planning and risk management services.

We’re guided by the firm’s two overarching goals: 1) Empower clients to simplify their financial lives with online planning tools and personalized wealth management services, and 2) leverage our home base in Silicon Valley to bring our financial advisors fin-tech tools and ideas that help them serve clients at the highest level.

IFS President and Chief Compliance Officer

greg gilbert
GREG GILBERT, CFP®
  • B.A. in speech communications from San Francisco State University
  • Certified Financial Planner™ (CFP ®) designation
  • FINRA registrations - Series 24 Principal, Series 7 Equities, Series 53 Municipal Principal, Series 4 Options Principal, Series 66 Combined State Laws
  • State of California Insurance license for life and disability (#0C65349)
  • Registered Principal and Financial Advisor; Office of Supervisory Jurisdiction - LPL Financial Corporation
  • Senior Financial Advisor and Executive Club member in the Global Private Client Group, specializing in option pricing and risk management - Merrill Lynch
  • Producer and Broadcast Journalist reporting on business, economics, politics, and current affairs - KCBS Radio in San Francisco
  • Board Member for San Francisco Bay Area Council of Boy Scouts of America
  • Rotary Club of Oakland Speaker Committee member

Our Mission and Values

 

We work to empower our clients by helping them understand and effectively manage the many facets of their financial lives. We do this by providing impactful financial planning advice, practical online tools, and professional plan design and asset management services. We back it up with an unwavering value system:

Trust

We’re open, honest and trustworthy with everyone who works with us.

Excellence

We deliver what we promise and aim for added value in all that we do.

Intelligence

Our understanding of clients’ goals, combined with our financial expertise, helps achieve results.

Integrity

We do the right thing in all circumstances and honor moral, ethical, and professional values.

Diligence

We give proper attention and care to each task, staying focused and acting on our clients’ changing needs.

Transparency

We provide clients with an ongoing clear, complete view of their financial picture and service costs.